New hire probation review template

Steps in this flowchart

• New hire starts
• Manager sets probation goals & expectations
• 30-day check-in
• 60-day check-in
• Performance or conduct concerns?
• Document concerns & support plan with HR
• Continue to final review
• Final probation review meeting at 90 days
• Outcome?
• Confirm permanent employment in writing
• Extend probation with clear targets
• HR & legal review of decision
• Targets met in extension?
• Termination meeting & notice
• Offboarding checklist
• Update HRIS in Workday or BambooHR
• Unlock benefits & full notice terms
• Probation passed
• Employment ended

How to use this flowchart template

1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  A((New hire starts)) --> B[Manager sets probation goals & expectations]
  B --> C[30-day check-in]
  C --> D[60-day check-in]
  D --> E{Performance or conduct concerns?}
  E -->|Yes| F[Document concerns & support plan with HR]
  E -->|No| G[Continue to final review]
  F --> G
  G --> H[Final probation review meeting at 90 days]
  H --> I{Outcome?}
  I -->|Confirm| J[Confirm permanent employment in writing]
  I -->|Extend| K[Extend probation with clear targets]
  I -->|End| L[HR & legal review of decision]
  K --> M{Targets met in extension?}
  M -->|Yes| J
  M -->|No| L
  L --> N[Termination meeting & notice]
  N --> O[Offboarding checklist]
  J --> P[Update HRIS in Workday or BambooHR]
  P --> Q[Unlock benefits & full notice terms]
  Q --> R((Probation passed))
  O --> S((Employment ended))

Related: Mermaid editor · All hr & people operations templates · All 521 templates